Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 417 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
20,136
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
20,067
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 45.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
19,874
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
19,600
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
19,493
shares
|
$996,872
0.01% of portfolio
|
Q3 2025
Reduced 65.48%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
19,104
shares
|
$976,978
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
18,983
shares
|
$970,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,531
shares
|
$947,675
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
18,392
shares
|
$940,566
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
18,071
shares
|
$924,150
0.0% of portfolio
|
Q3 2025
Added 165.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
17,935
shares
|
$917,195
0.23% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
17,853
shares
|
$913,002
0.26% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
17,635
shares
|
$901,853
0.07% of portfolio
|
Q4 2025
Added 7.41%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
17,284
shares
|
$883,903
0.12% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
17,172
shares
|
$878,176
0.43% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
17,158
shares
|
$877,460
0.25% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
16,984
shares
|
$868,561
0.37% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,577
shares
|
$847,747
0.21% of portfolio
|
Q4 2022
Reduced 5.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
16,070
shares
|
$821,819
0.01% of portfolio
|
Q3 2025
Added 251.72%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
15,950
shares
|
$815,683
0.07% of portfolio
|
Q3 2025
Reduced 53.73%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
15,925
shares
|
$814,404
0.4% of portfolio
|
Q3 2025
Added 110.23%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
15,900
shares
|
$813,126
0.52% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
15,757
shares
|
$805,812
0.06% of portfolio
|
Q3 2025
Added 30.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
15,244
shares
|
$779,578
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
15,206
shares
|
$777,634
0.38% of portfolio
|
Q3 2025
New holding
|
|